Enterprise operations teams in finance, procurement, and IT face growing complexity when managing financial data across modern spend management platforms like Ramp. The Search Ramp Agent template for Tonkean is designed to address these challenges by automating the research and insight-gathering process across all Ramp entities—including Bills, Departments, Entities, Locations, Merchants, Receipts, Transactions, Transfer Payments, Users, and Vendors.
Instead of manually logging into Ramp and navigating through multiple dashboards to find information about a specific transaction or vendor, operations professionals can leverage Tonkean’s AI-powered orchestration to query Ramp in real time. For example, a procurement manager can instantly retrieve all open bills associated with a particular department, or a finance analyst can pull up recent transactions for a specific merchant—directly from within their workflow tools like Slack, Teams, or email.
Regulatory and compliance reporting often requires consolidating data from multiple Ramp entities. With the Search Ramp Agent, you can automate the generation of reports that aggregate receipts, vendor payments, and user activity. Tonkean’s automation platform ensures that these reports are always up-to-date and accurate, reducing the risk of human error and freeing up valuable time for your team.
Onboarding a new vendor or auditing user access can be time-consuming when data is siloed. Tonkean’s template orchestrates the process by pulling comprehensive profiles from Ramp—including vendor payment histories, user roles, and department associations—and presenting them in a unified dashboard. This enables legal, procurement, and IT teams to make informed decisions quickly, improving both compliance and operational efficiency.
Tonkean’s collaborative intake features allow stakeholders from finance, procurement, and IT to submit requests for Ramp data via their preferred channels. Whether it’s a request for all transactions over a certain threshold or a list of receipts tied to a specific location, Tonkean routes, fulfills, and tracks these requests automatically—eliminating bottlenecks and ensuring transparency.
Tonkean’s data source integrations make it easy to connect Ramp with other enterprise systems such as ERP, CRM, or document management platforms. For example, you can automatically sync Ramp transaction data with your accounting software, or trigger workflows in Jira or ServiceNow based on Ramp activity. This composable approach ensures that your Ramp insights are actionable and accessible wherever your teams work.
During month-end close, finance teams often scramble to reconcile transactions, verify receipts, and ensure all payments are accounted for. With the Search Ramp Agent, Tonkean can automatically pull all outstanding bills, match them with uploaded receipts, and flag discrepancies for review. This not only accelerates the close process but also improves accuracy and audit readiness.
Tonkean empowers enterprise operations teams to automate existing tech stacks without the need for custom code. The Search Ramp Agent template leverages Tonkean’s no-code process builder, AI-driven request classification, and robust integrations to deliver a seamless, people-centric automation experience. Learn more about how Tonkean is transforming operations in procurement, legal, and IT.
Ready to orchestrate your Ramp workflows and unlock actionable insights? Get started with Tonkean today or explore more use cases in our template library.
